National Health Investors
166 hedge funds and large institutions have $1.01B invested in National Health Investors in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 34 reducing their positions, and 11 closing their positions.
191% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 11
121% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 34
36% more capital invested
Capital invested by funds: $743M → $1.01B (+$264M)
14% more funds holding
Funds holding: 145 → 166 (+21)
8.6% more ownership
Funds ownership: 46.81% → 55.42% (+8.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$79M |
| 2 |
Goldman Sachs
New York
|
+$42.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$33.2M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$20.4M |
| 5 |
Janus Henderson Group
London,
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$22M |
| 2 |
SOAMC
Spirit of America Management Corp
Syosset,
New York
|
-$2.86M |
| 3 |
Renaissance Technologies
New York
|
-$2.5M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$2.46M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$2.08M |
NHI Hedge Fund Activity: Q4 2013 in Review
166 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2013, worth a combined $1.01B — up 36% from $743M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new NHI positions and 11 closed out — a net gain of 21 holders — while 75 added to existing stakes and 34 trimmed.
The largest buyer was Invesco, adding an estimated $79M. The largest seller was Fidelity Investments, cutting an estimated $22M.
- 166 institutional investors held National Health Investors (NHI) as of Q4 2013, up from 145 in Q3 2013.
- Funds reported $1.01B of National Health Investors stock for Q4 2013, up 36% quarter-over-quarter.
- 32 funds opened new National Health Investors positions in Q4 2013 and 11 closed out, a net change of +21 holders.
- The largest National Health Investors buyer in Q4 2013 was Invesco, an estimated $79M added.
- The largest National Health Investors seller in Q4 2013 was Fidelity Investments, an estimated $22M sold.
Based on aggregated 13F filings for Q4 2013.